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Our Story
FULCRUM EXISTS TO PROVIDE THE VERY BEST COUNSEL TO NON PROFITS RELATED TO FUND RAISING AND PLANNED GIVING
Our goal is simple; to help our clients be more successful in resourcing their vision. Specifically, Fulcrum will assist clients develop a full service planned giving program while identifying current gifts that ultimately will make our services cash flow positive. While some non profit verticals are much further along in the process of major donor development and planned giving strategies than others, it is imperative that every non profit begins to bridge the gap. FULCRUM desires to match both client and donor needs to implement a systematic planned giving approach.

Client needs include donor identification and relationship building; acquiring current gifts from assets as well as putting in place an estate plan for future asset flow. This requires the implementation of a comprehensive and intentional planned giving process to reach the maximum number of donors; and provide a high ROI while minimizing staff distraction. We will provide comprehensive marketing and communication plans to assist in donor development..

WHAT IF:
  • There was a way to start the discussion without donors feeling like they are "being sold"
  • There was a solution that took a donor 10 minutes, planted the seed of charitable planning and cost the donor nothing.
  • You could track activity and design a marketing plan to maximize your effort
  • You could raise more in current $ than you spent on the whole effort
THESE THINGS ARE REALITY FOR OUR CLIENTS!
Learn more about the Services we Provide and How It All Works.